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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,217 | $73,988+320.6% | $96,538+222.4% | $75,177+314.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.30% | 26.73%-10.4pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $6,100 | $2,930+108.2% | $3,740+63.1% | $2,671+128.4% |
| Participant deferral / active EE | $10,590 | $3,660+189.3% | $4,880+117.0% | $4,126+156.6% |
| Admin fee / account holder | $64,897 | $5,220+1143.3% | $6,737+863.2% | $5,651+1048.3% |